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Advyzon Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Advyzon Investment Management’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$975K Buy
16,070
+1,639
+11% +$95.5K 0.09% 236
2025
Q4 		$778K Buy
14,431
+4,027
+39% +$194K 0.09% 228
2025
Q3 		$469K Buy
10,404
+2,776
+36% +$130K 0.08% 231
2025
Q2 		$353K Buy
7,628
+639
+9% +$31.4K 0.08% 245
2025
Q1 		$426K Sell
6,989
-1,115
-14% -$65K 0.15% 132
2024
Q4 		$458K Buy
+8,104
New +$453K 0.18% 111

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advyzon Investment Management's BMY Position: Q1 2026 in Review

Advyzon Investment Management increased its Bristol-Myers Squibb (BMY) stake by 11% in Q1 2026, buying an estimated $95.5K and bringing the position to 16,070 shares worth $975K. The position accounts for 0.09% of the portfolio, ranked #236.

Advyzon Investment Management first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Advyzon Investment Management held 16,070 shares of Bristol-Myers Squibb worth $975K as of Q1 2026.
  • Advyzon Investment Management bought 1,639 Bristol-Myers Squibb shares in Q1 2026, an estimated $95.5K.
  • Bristol-Myers Squibb made up 0.09% of Advyzon Investment Management's portfolio in Q1 2026, its #236 holding.
  • Advyzon Investment Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.